Finance Client Assistant

Minimum requirements for the role:

• Must have some type of qualification
• Previous experience within an accounting firm is advantageous
• Previous basic foundation work in accounting is desirable
• Must have strong numeracy skills
• Previous experience using Excel and Xero is preferable but not essential
• Must have strong attention to detail
• Willingness to learn new systems and processes
• Team player with strong interpersonal skills
• Good communicator and articulate
• Self-motivated with the ability to manage workloads and meet deadlines

The successful candidate will be responsible for:

• Managing the delivery of work to a portfolio of clients.
• Processing purchase invoices.
• Processing sales invoices.
• Reconciling bank accounts.
• Setting up proposed payment runs (without releasing payments).
• Preparing basic VAT returns.
• Assisting with office administration.
• Participating in ad-hoc projects as required.
• Managing client expectations and delivering up-to-date financials on time.
• Communicating directly with clients where required.
• Engaging in CPD and ongoing training.
• Ensuring confidentiality of sensitive client data.
• Working with other team members to meet deadlines.
• Acting in accordance with the business values and competency framework.
• Communicating effectively with direct line managers.
• Communicating clearly and concisely with clients.

Please note that subsequent to the screening and shortlisting process, all further communication will be entered into only with the shortlisted candidates. If you do not receive any feedback from us within 2 weeks of applying, please consider your application unsuccessful.